Comprehensive Services
We handle all Finance and Accounting functions, allowing you to concentrate on developing, managing, and expanding your infrastructure. Our offerings include 4 essential services.
Team Management
&
Annual Operating Plan (AOP)
We participate fully in leadership and in the execution of the Annual Operating Plan (AOP), aligning departmental budget targets, capacity expansions, and investor expectations.
ERP Implementations
&
Automations
We implement enterprise ERP systems (usually NetSuite), ERM frameworks, automated invoices, real-time KPI dashboards & bank integrations.
Job-Costing
&
CapEx Controls
We Track complex construction draw schedules, equipment purchases, subcontractor WIP, and local sales tax exemptions.
Lender
&
Investor Relations
We manage debt covenant compliance, debt drawdown requests, board reporting packages, and exit/refinance readiness.
We employ 2 engagement models, and certain engagements start with a Financial Diagnosis.
Financial
Diagnosis
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Evaluate cash, capital & processes
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Identify pain points
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Define and quantify effects
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Discuss possible solutions
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Provide an action plan timeline (stabilization)
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Select an engagement model
Engagement Models
Milestone Model
This engagement model is frequently utilized for ERP implementations. It entails fixed-fee deliverables associated with the rollout of ERP software, including the establishment of an ERM risk matrix, the development of standard operating procedures (SOPs), the design of a chart of accounts, and the of core accounting systems.
Retainer Model
This is an ongoing recurring executive leadership to recruit and onboard full-time staff, direct month-end closes, run debt compliance, lead the AOP or any other Finance and Accounting functions as needed.
The profitability and return on investment (ROI) generated by our services is consistently evident across three primary areas:
People
Top-tier C-suite talent at a fraction of the cost, along with carefully selected expert accounting professionals.
Process
Standardized job costing, stringent internal controls, AIA draw audits, and automated vendor workflows are all contributing to significant time savings.
Tools
Cloud ERP implementation, automated financial technology stacks, and real-time power/CapEx dashboard monitoring are saving both time and money.
Our services are meticulously designed to add value to your company in 3 ways:
Clarity,
Liquidity &
Profitability.
We are also the only Fractional CFO firm that will analyze your Finance Department problems holistically:
Soul, Strategy & Statistics
